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| Provider | Service type | Compensation |
|---|---|---|
THE 401K SOURCE INC1 year Service code 27 1649 N SHORELINE DR STE 102 · BOSIE, ID 83702 | Advisory (Plan) | $6,874 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,070 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $635 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,077 | $58,493-57.1% | $84,023-70.2% | $72,976-65.6% |
| Participation rate | 71.4% | 61.2%+10.2pp | 69.0%+2.4pp | 69.5%+1.9pp |
| Annual return | 20.55% | 28.93%-8.4pp | 71.32%-50.8pp | 81.02%-60.5pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,846 | $2,394-22.9% | $3,239-43.0% | $3,608-48.8% |
| Admin fee / account holder | $192 | $4,569-95.8% | $6,102-96.9% | $5,124-96.3% |